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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

644 hedge funds and large institutions have $3.41B invested in Schwab US Dividend Equity ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 268 increasing their positions, 209 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
-21
Holders Change %
-3.16%
% of All Funds
14.23%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.61%
New
84
Increased
268
Reduced
209
Closed
97
Calls
$3.18M
Puts
$5.41M
Net Calls
-$2.23M
Net Calls Change
-$2.81M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$79.6M
2
WANY
Wealthspire Advisors (New York)
New York
+$34.3M
3
CSIA
Charles Schwab Investment Advisory
California
+$26.5M
4
OWM
Orgel Wealth Management
Wisconsin
+$19.4M
5
Morgan Stanley
Morgan Stanley
New York
+$18.9M

Top Sellers

1
DCM
Davidson Capital Management
Texas
-$19.7M
2
PRS
Pinkerton Retirement Specialists
Idaho
-$13M
3
JIP
JBJ Investment Partners
South Carolina
-$11.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$10.4M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$8.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
526
Jacobi Capital Management
Pennsylvania
$129K +$6.36K +423 +5%
BFEC
527
Benjamin F. Edwards & Company
Missouri
$120K -$89.1K -5,928 -43%
CAL
528
Capital Analysts LLC
Pennsylvania
$117K -$60.3K -4,017 -34%
HFS
529
HBC Financial Services
Washington
$117K – – –
LWA
530
Lenox Wealth Advisors
New York
$114K -$18.4K -1,224 -14%
CAL
531
Capital Advisors Ltd
Ohio
$112K +$106K +7,050 +1,780%
TC
532
Tatro Capital
Kentucky
$109K -$60.7K -4,035 -36%
MA
533
MUFG Americas
New York
$102K -$56.2K -3,750 -36%
EW
534
Element Wealth
Mississippi
$97K – – –
VFA
535
Valeo Financial Advisors
Indiana
$97K +$195 +12 +0.2%
FPFS
536
First Personal Financial Services
North Carolina
$96K – – –
DOA
537
D'Orazio & Associates
Virginia
$88K – – –
CCMW
538
Cypress Capital Management (Wyoming)
Wyoming
$87K -$6.58K -441 -7%
BAMG
539
Brand Asset Management Group
Missouri
$87K – – –
PB
540
Pinnacle Bancorp
Nebraska
$87K +$27.3K +1,815 +46%
PK
541
Pflug Koory
Nebraska
$86K +$3.36K +225 +4%
SWA
542
Stratos Wealth Advisors
Ohio
$85K -$158K -10,491 -65%
LFG
543
Larson Financial Group
Missouri
$85K +$71K +4,728 +508%
CWA
544
Core Wealth Advisors
Florida
$84K +$84K +5,610 New
SIAS
545
Shine Investment Advisory Services
Colorado
$81K – – –
SSB
546
Sandy Spring Bank
Maryland
$81K – – –
MA
547
MCF Advisors
Kentucky
$79K -$766K -50,934 -91%
SPIA
548
Steward Partners Investment Advisory
New York
$79K -$53.9K -3,636 -41%
LWANC
549
Laurel Wealth Advisors (North Carolina)
North Carolina
$77K +$11.2K +750 +17%
SIC
550
Salem Investment Counselors
North Carolina
$73K – – –
20 21
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